Adviceandtaxes.com LLC fees and pricing
Financial planner in Maricopa, Arizona. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Adviceandtaxes.com LLC charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Note* - In some instances the financial planning client may engage Adviceandtaxes.com at the hourly rate of $250 per hour, which is the rate upon which the flat fees are based. 6 B.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Adviceandtaxes.com LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Payment of Fees Web-based financial planning fees are billed (invoiced) monthly.”
- “Automatic payments are made via ACH or credit card.”
- “Depending on the type of automatic payment desired, a bank transfer authorization form or a credit card billing authorization form will be required.”
How Adviceandtaxes.com LLC’s fees compare
- Its hourly rate of $250 is below the Arizona median of $275. 32% of the 195 other Arizona planners that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Adviceandtaxes.com LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2010 (16 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $4,371,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 156608
- Phone
- (844) 532-0109
Other planners in Arizona that publish fees
- 21:5 Advisors, LLCPeoria$500/hr
- 212 Wealth ManagementScottsdale$250/hr
- 3Roots Wealth Partners LLCScottsdale$400/hr, $5,000-$20,000
- 49TH Parallel Wealth ManagementScottsdale$399/hr, $1,500
- Abbey Hill Financial Advisors, LLCTuscon$250/hr
- Ability FirstPhoenix$12,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.